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EWG Elevate’s OppFi OPFI Stock Holding History

EWG Elevate’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$2.05K – 548
2022
Q4 		$2.05K Buy
+1,000
New +$2.25K ﹤0.01% 575

Other funds holding OPFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $135M AUM 0.15% 1-Year Est. Return

EWG Elevate's OPFI Position: Q1 2023 in Review

EWG Elevate sold out of OppFi (OPFI) in Q1 2023, closing a stake of 1,000 shares — an estimated $2.05K sold.

EWG Elevate first reported a position in OPFI in Q4 2022 and held it in 1 quarter. The position peaked at $2.05K in Q4 2022. 50 funds tracked by Wall St. Rank hold OPFI as of Q1 2023.

  • EWG Elevate reported no remaining OppFi position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 1,000 OppFi shares in Q1 2023, an estimated $2.05K.
  • EWG Elevate first reported a position in OppFi in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's OppFi position peaked at $2.05K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held OppFi as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.